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Bernardo Wealth Planning’s Duke Energy DUK Stock Holding History

Bernardo Wealth Planning’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,777
Closed -$245K – 173
2020
Q3 		$245K Buy
+2,777
New +$229K 0.11% 135

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bernardo Wealth Planning's DUK Position: Q4 2020 in Review

Bernardo Wealth Planning sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 2,777 shares — an estimated $245K sold.

Bernardo Wealth Planning first reported a position in DUK in Q3 2020 and held it in 1 quarter. The position peaked at $245K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Bernardo Wealth Planning reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,777 Duke Energy shares in Q4 2020, an estimated $245K.
  • Bernardo Wealth Planning first reported a position in Duke Energy in Q3 2020 and held it in 1 quarter.
  • Bernardo Wealth Planning's Duke Energy position peaked at $245K in Q3 2020.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Bernardo Wealth Planning's 13F filing for Q4 2020, filed 1 Feb 2021.